EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.68M
3
+$2.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.83M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.69M

Top Sells

1
+$1.27M
2
+$650K
3
+$622K
4
FM
iShares Frontier and Select EM ETF
FM
+$614K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$497K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.71%
3 Industrials 0.51%
4 Healthcare 0.5%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$983K 0.23%
28,943
-52
52
$915K 0.21%
24,595
-1,935
53
$837K 0.19%
+15,496
54
$779K 0.18%
19,654
-2,991
55
$765K 0.18%
9,172
+594
56
$737K 0.17%
5,714
+1,321
57
$735K 0.17%
7,623
+3,154
58
$716K 0.17%
27,102
-2,685
59
$710K 0.17%
27,275
-2,819
60
$709K 0.16%
26,937
-2,678
61
$684K 0.16%
14,932
-83
62
$680K 0.16%
+30,855
63
$674K 0.16%
5,290
-197
64
$668K 0.16%
9,925
-100
65
$660K 0.15%
25,474
-2,660
66
$604K 0.14%
24,010
-2,287
67
$602K 0.14%
4,892
+82
68
$577K 0.13%
14,853
-12,791
69
$575K 0.13%
2,775
+702
70
$574K 0.13%
12,750
-680
71
$565K 0.13%
+24,609
72
$521K 0.12%
20,583
+872
73
$513K 0.12%
6,163
+2,003
74
$504K 0.12%
6,612
+3,504
75
$482K 0.11%
11,090
+457
1 2
3
4 5